Account Growth Strategy

The Problem

The company has existing customers with significant expansion potential but no structured approach to account planning, relationship management, or identifying growth opportunities. Most SMBs find that 20-40% of their next year's revenue target sits in accounts they already have.

Who This Is For

Professional services firms, mining services companies, and B2B tech companies with 10+ existing enterprise or mid-market clients where expansion revenue is under-captured.

What We Cover

• Account tiering and prioritisation
• Account plan template design
• Whitespace analysis and growth trigger identification
• Stakeholder mapping
• Account management process design
• QBR (Quarterly Business Review) framework

How It Works

A focused 4-6 week engagement built around our Account Growth Playbook. We assess the current client base, identify the highest-potential accounts, build the playbooks and processes, and train the team to execute. The result is a systematic approach to expansion revenue that does not rely on reactive relationship management.

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